Learn more about our CPA Services
Starting at $175 (individual) | $375 (business)
- Federal & state returns
- Deduction optimization & estimated taxes
- Optional planning session for next year
Starting at $250/month
- Monthly categorization & reconciliations
- P&L and Balance Sheet reports
- Chart of accounts setup & cleanup
- Optional QuickBooks training
Starting at $150/month
- Setup & onboarding
- Automated payroll & tax filings
- Quarterly payroll tax reports
- W-2 and 1099 support
Consultations from $250/hour
- Cash flow & budgeting analysis
- Profitability reviews & pricing/cost control
- Entity structure & strategic planning
Custom packages contact for pricing
- Internal Control
- Compliance
- Profit Maximization
- Accountability check-ins
Contact for pricing and scheduling
- Budgeting & Cash Flow
- Credit Confidence
- CPA Exam Candidate Coaching
- Entrepreneurship & Business Basics
Why Choose a CPA-Led Firm?
Not all financial professionals offer the same level of insight and regulatory expertise. At SZ Accounting, our services are led by Sara Zidal, CPA, bringing over 20 years of high-level tax, accounting, and advisory experience to your corner. Whether you are a small business owner navigating complex tax codes, an individual seeking proactive wealth strategies, or another accounting firm needing high-level contract support, our CPA services guarantee accuracy, compliance, and forward-thinking financial guidance. We don’t just record history, we help you write a more profitable future.
Who Benefits from CPA Services?
At SZ Accounting, we tailor our high-level advisory and tax strategies to fit your specific needs. We partner with:
- Small & Mid-Sized Businesses: Looking to optimize cash flow, maintain pristine compliance, and minimize corporate tax liabilities.
- Non-Profit Organizations: Requiring specialized reporting, board-level advisory, and compliance with complex financial regulations.
- Individuals & Entrepreneurs: Needing strategic tax planning to protect personal wealth and manage complex life transitions.
- Other Accounting Firms: Seeking reliable, experienced CPA contract support during busy seasons or for specialized client projects.
CPA Packages (Starting Rates)
All packages are starting rates. We evaluate your needs and tailor the scope after consultation.
| Package | Setup Fee | Monthly Rate | Key Features |
|---|---|---|---|
| Core Compliance and Reporting | $1000 | Starting at $1500 | Chart of accounts setup • Monthly bookkeeping (up to 3 accounts) • Payroll setup & quarterly filings • Basic financial reports • Year-end review |
| Strategic Controller Package Most Popular |
$1500 | Starting at $2500 | Everything in Essential • Budgeting & cash flow forecasting • Quarterly strategy sessions • Tax planning & estimated taxes • QB/Drake training |
| CFO Advisory & Profit Strategy | $2000 | Starting at $3000 | Full accounting & payroll • Funding readiness review • Profit maximization advisory • Compliance preparation • Quarterly CEO KPI dashboard |
| Professional Development & Coaching | — | Contact for pricing | CPA exam candidate coaching and preparation, Workshops for schools, colleges, nonprofits, and employers. Tailored content, format, and materials. |
